PBMARES WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 97K | $10.93M |
 | AAPL | 34K | $8.72M |
 | EPD | 34K | $1.06M |
 | TFC | 32K | $1.44M |
 | PK | 31K | $346.83K |
 | REFI | 30K | $385.75K |
 | T | 30K | $851.04K |
 | ENVX | 30K | $299.10K |
 | CSX | 30K | $1.06M |
 | STLD | 29K | $4.00M |
 | OPK | 27K | $41.88K |
 | WMT | 25K | $2.54M |
 | TOWN | 24K | $839.92K |
 | HLT | 19K | $5.00M |
 | MO | 19K | $1.27M |
 | PAA | 18K | $310.13K |
 | BAC | 18K | $926.64K |
 | D | 15K | $947.98K |
 | MRK | 15K | $1.30M |
 | VZ | 15K | $667.82K |
Exxon Mobil Corporation
XOM
Shares Held
97K
Value
$10.93M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.72M
Enterprise Products Partners L.P.
EPD
Shares Held
34K
Value
$1.06M
Truist Financial Corporation
TFC
Shares Held
32K
Value
$1.44M
Park Hotels & Resorts Inc.
PK
Shares Held
31K
Value
$346.83K
Chicago Atlantic Real Estate Finance, Inc.
REFI
Shares Held
30K
Value
$385.75K
AT&T Inc.
T
Shares Held
30K
Value
$851.04K
Enovix Corporation
ENVX
Shares Held
30K
Value
$299.10K
CSX Corporation
CSX
Shares Held
30K
Value
$1.06M
Steel Dynamics, Inc.
STLD
Shares Held
29K
Value
$4.00M
OPKO Health, Inc.
OPK
Shares Held
27K
Value
$41.88K
Walmart Inc.
WMT
Shares Held
25K
Value
$2.54M
TowneBank
TOWN
Shares Held
24K
Value
$839.92K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
19K
Value
$5.00M
Altria Group, Inc.
MO
Shares Held
19K
Value
$1.27M
Plains All American Pipeline, L.P.
PAA
Shares Held
18K
Value
$310.13K
Bank of America Corporation
BAC
Shares Held
18K
Value
$926.64K
Dominion Energy, Inc.
D
Shares Held
15K
Value
$947.98K
Merck & Co., Inc.
MRK
Shares Held
15K
Value
$1.30M
Verizon Communications Inc.
VZ
Shares Held
15K
Value
$667.82K